The Tally blogQuickBooks and Salesforce
Practical guides and product updates for finance teams running QuickBooks and Salesforce together.
13 articles since 2022. For what changed in each version, see the release notes.
2024
2023
·3 min read
Custom Tax Rates in Salesforce, Synced to QuickBooks
Use your QuickBooks tax rates, including custom ones for meals or excise tax, on invoices and estimates you create in Salesforce with Tally.
·2 min read
QuickBooks Class Tracking in Salesforce — Down to the Line Item
What QuickBooks class tracking is, and how Tally lets you set a class on each invoice line item in Salesforce for reporting by department or location.
·2 min read
How Non-Profits Benefit from Recurring Invoicing in Salesforce
How non-profits use recurring invoices from Salesforce, synced to QuickBooks Online, for regular donations and memberships with less manual billing.
·3 min read
How to Map Salesforce Accounts to QuickBooks Customers
Why mapping Salesforce accounts to QuickBooks customers matters for invoicing, including parent and child accounts, and how Tally links the two.
·3 min read
QuickBooks + Salesforce Integration Mistakes (and How to Avoid Them)
Common mistakes when integrating QuickBooks and Salesforce, from unclean data and poor account mapping to skipped testing, and how to avoid each.
·2 min read
How to Download QuickBooks Invoices as PDFs from Salesforce
Step by step: generate and download the PDF of a QuickBooks invoice from its Salesforce record with Tally, from the invoice's Actions menu.
·2 min read
Credit Card Limits for QuickBooks Payments in Salesforce
Set a credit card limit so invoices above that amount can only be paid by ACH bank transfer, keeping card fees down on large QuickBooks invoices.
·3 min read
The Benefits of Tally's QuickBooks and Salesforce Integration
What Tally's QuickBooks and Salesforce integration gives subscribers: customers synced both ways, invoicing from Salesforce and less double entry.
·3 min read
How to Process QuickBooks Payments in Salesforce (CC & ACH)
How to take QuickBooks Payments card and ACH payments on an invoice from Salesforce with Tally, and how the payment reaches QuickBooks Online.
2022
·2 min read
Recurring Invoices in Salesforce, Synced to QuickBooks
How recurring invoices work in Tally: set a schedule on a Salesforce record and each invoice is created in QuickBooks Online, with optional auto-pay.
·3 min read
5 Reasons to Integrate QuickBooks and Salesforce
Five reasons to connect QuickBooks and Salesforce: fewer data entry errors, faster invoicing and payment, and one view of customers for sales and finance.
